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Michael Scott Helveston

RODGERS & ASSOCIATES, LTD.·LANCASTER, Pennsylvania
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2025 LITITZ PIKE, LANCASTER, PA 17601CRD# 3208618Firm CRD# 121700
01

About

Michael Scott Helveston is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with RODGERS & ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RODGERS & ASSOCIATES, LTD.
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at RODGERS & ASSOCIATES, LTD. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3208618
Firm CRD# 121700
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Scott Helveston offer?
Michael Scott Helveston specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Michael Scott Helveston's credentials?
Michael Scott Helveston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Scott Helveston located?
Michael Scott Helveston is based in LANCASTER, Pennsylvania, working with RODGERS & ASSOCIATES, LTD.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Michael Scott Helveston charge for services?
Michael Scott Helveston's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RODGERS & ASSOCIATES, LTD.?
RODGERS & ASSOCIATES, LTD. has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RODGERS & ASSOCIATES, LTD.

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Jessica Lee Rodgers
LANCASTER, PA
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LANCASTER, PA
Sandra Horst Skrodinsky
LANCASTER, PA
Susan Lee Connors
LANCASTER, PA
Mark Abram Eisenberger
LANCASTER, PA

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